JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
426 hedge funds and large institutions have $3.31B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 233 increasing their positions, 52 reducing their positions, and 19 closing their positions.
521% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 19
348% more repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 52
58% more capital invested
Capital invested by funds: $2.09B → $3.31B (+$1.22B)
36% more funds holding in top 10
Funds holding in top 10: 22 → 30 (+8)
29% more funds holding
Funds holding: 330 → 426 (+96)
1.59% more ownership
Funds ownership: 37.85% → 39.44% (+1.6%)
6% less call options, than puts
Call options by funds: $2.85M | Put options by funds: $3.02M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$217M |
| 2 |
JP Morgan Chase
New York
|
+$140M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$110M |
| 4 |
LPL Financial
San Diego,
California
|
+$68.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$67.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCPC
Hamilton Capital Partners (Canada)
Toronto,
|
-$39.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$21.8M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$9.8M |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$8.92M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.58M |
JEPQ Hedge Fund Activity: Q4 2023 in Review
426 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) for Q4 2023, worth a combined $3.31B — up 58% from $2.09B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new JEPQ positions and 19 closed out — a net gain of 99 holders — while 233 added to existing stakes and 52 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $217M. The largest seller was Hamilton Capital Partners (Canada), cutting an estimated $39.2M.
- 426 institutional investors held JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) as of Q4 2023, up from 330 in Q3 2023.
- Funds reported $3.31B of JPMorgan Nasdaq Equity Premium Income ETF stock for Q4 2023, up 58% quarter-over-quarter.
- 118 funds opened new JPMorgan Nasdaq Equity Premium Income ETF positions in Q4 2023 and 19 closed out, a net change of +99 holders.
- The largest JPMorgan Nasdaq Equity Premium Income ETF buyer in Q4 2023 was Morgan Stanley, an estimated $217M added.
- The largest JPMorgan Nasdaq Equity Premium Income ETF seller in Q4 2023 was Hamilton Capital Partners (Canada), an estimated $39.2M sold.
Based on aggregated 13F filings for Q4 2023.